Practical analysis for investment professionals

Leadership, Management & Communication Skills


How to Stand Up for Ethics

What should you do if you know or suspect that your company has undertaken or endorses unethical or illegal behavior? Lori Pizzani reports.

Let’s Get Physical: Body Language and Success

Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.

Artificial Intelligence: The Next Step in Corporate Governance

With investment processes and strategies growing ever more indistinguishable, artificial intelligence (AI) can help unlock machine-aided growth while balancing human desires with what's technically feasible and financially viable, says David Townsend, CFA.

Financial Self-Defense: Preventing Fraud and Mischief

Private investigator L. Burke Files talks to Norb Vonnegut about how criminals think, how they behave, and how financial advisers can spot their bad offerings and protect their clients from financial malfeasance.

Luis Viceira: Activism, Indexing, and the Investment Management Workshop (IMW)

Luis Viceira of the Harvard Business School talks to Paul Kovarsky, CFA, about the industry-specific strategic issues facing our profession and his experiences running the Investment Management Workshop (IMW).

Negotiation Management 101 with Foad Forghani

“Negotiation management is much more than talking and arguing,” said shadow negotiator Foad Forghani.

Best of 2017: Career Management Insights

Julia VanDeren highlights seven sources of career and professional development insight that she encountered over the last year that will be helpful for finance professionals in 2018.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Best of 2017: Top Stories for Investors

Jason Voss, CFA, unveils his choices for investor stories of the year. The winner is a presentation about the oddities of exchange-traded funds (ETFs) that have gone unnoticed by investors and their advisers.

Good Financial Adviser/Bad Financial Adviser

Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.



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